Benjamin Waibel, MBA, CFP®, CLU®

245 SE 5th Avenue Hillsboro, OR 97123

Phone:

Beware of These Life Insurance Beneficiary Mistakes

Naming a life insurance policy’s beneficiaries should be a relatively simple task, but there are some situations that can lead to unintended and adverse consequences.
Do You Know Your Medicare Coverage Options?

There are two ways to obtain Medicare coverage: Original Medicare and Medicare Advantage. Here’s how they work.
Medical Debt and Your Credit Report

This article looks at changes in the way medical debt is handled on credit reports and offers tips to avoid having unpaid medical bills impact credit.
Will You Work Beyond Traditional Retirement Age?

Does your income strategy beyond traditional retirement age include receiving a paycheck? This article looks at the advantages and disadvantages of working later in life.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Working While Collecting Social Security Benefits

What will my net Social Security benefit be?
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?